Knowledge Base

← Describe the typical activities of a CIF (Conseiller en Investissements Financiers), including investment advisory, financial services advisory, and diversified asset advisory
categorization

Recommendation to purchase equities

Categorize items by dragging them to the appropriate zones

Items to categorize:

Recommendation to purchase equities
Referral to a portfolio management company
Advice on acquiring collectible wines
Categories:

Investment advice (A)

Financial services advice (B)

Advice on diversified assets (C)